Jeanne M. Tackett

Total Clarity Wealth Management, Inc.

Assets Managed

$514.654M

Holdings

361

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

20.89%(2Q avg: 11.91%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Total Clarity Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 361 positions.

Assets under management

The assets under management (AUM) of Total Clarity Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 514.654M in assets, with a quarterly growth rate of 20.89% and a 2-quarter average growth rate of 11.91%. The portfolio is managed by Jeanne M. Tackett, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 31.85%	5.42%	$27.881M 317,264 shares@ $87.89 avg price	Increased 31.85%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 77.78%	2.69%	$13.796M 273,242 shares@ $50.5 avg price	Increased 77.78%
SPYD Spdr Portfolio S&p 500 High Recent Activity Increased 102.9%	2.54%	$13.029M 273,088 shares@ $47.71 avg price	Increased 102.9%
RDVY First Trust Rising Dividend Recent Activity Increased 31.61%	2.53%	$12.998M 160,345 shares@ $81.06 avg price	Increased 31.61%
QQQM Invesco Nasdaq 100 Etf Recent Activity Increased 32.41%	1.97%	$10.104M 33,348 shares@ $302.98 avg price	Increased 32.41%
SPAB Spdr Portfolio Aggregate Bon Recent Activity Increased 78.39%	1.73%	$8.884M 348,137 shares@ $25.52 avg price	Increased 78.39%
IMFL Invesco Int Dvlp Dyn Multi Recent Activity Increased 34.91%	1.72%	$8.802M 256,328 shares@ $34.35 avg price	Increased 34.91%
CGGR Cap Group Growth Equity Recent Activity Increased 14.06%	1.59%	$8.134M 172,323 shares@ $47.21 avg price	Increased 14.06%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 1.26%	1.38%	$7.094M 134,454 shares@ $52.76 avg price	Increased 1.26%
AAPL Apple Inc Recent Activity Decreased -6.86%	1.38%	$7.084M 24,480 shares@ $289.36 avg price	Decreased -6.86%

1-10 of 361